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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,521 | $129,737-90.3% | $119,126-89.5% | $154,746-91.9% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 24.44% | 379.08%-354.6pp | 282.11%-257.7pp | 172.34%-147.9pp |
| Employer contribution / active EE | $2,201 | $4,375-49.7% | $4,034-45.4% | $4,379-49.7% |
| Participant deferral / active EE | $2,428 | $5,842-58.4% | $5,318-54.3% | $6,730-63.9% |
| Admin fee / account holder | $19 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |